September 2021 ESG Summary For Risk-Managed ESG Strategy
This Month: Asset Allocation
99% equities, which will be unchanged from August and spread across 73 stocks, with 1% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Utilities and consumer discretionary
This Month: Largest % Decreases
Energy and healthcare
Last Month: Best Performers
Financials and utilities – with rising trends in U.S. equity markets persisting, the Strategy continues to benefit from its large-cap focused exposure
Last Month: Worst Performers
Energy and pharma
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View Archive: ESG Summaries
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